MSH Capital Advisors’s Schwab US Dividend Equity ETF SCHD Stock Holding History

MSH Capital Advisors’s Portfolio SCHD Stock Details SCHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.97M	Buy	325,088 +12,509	+4%	+$379K	2.11%	4
2025 Q4	$8.57M	Buy	312,579 +13,474	+5%	+$366K	1.83%	8
2025 Q3	$8.17M	Buy	299,105 +17,312	+6%	+$472K	2.19%	7
2025 Q2	$7.47M	Buy	281,793 +20,464	+8%	+$534K	2.15%	8
2025 Q1	$7.31M	Buy	261,329 +21,732	+9%	+$606K	2.26%	5
2024 Q4	$6.55M	Buy	239,597 +19,886	+9%	+$565K	2.06%	7
2024 Q3	$6.19M	Buy	219,711 +17,514	+9%	+$477K	1.89%	9
2024 Q2	$5.24M	Buy	202,197 +24,717	+14%	+$643K	1.75%	11
2024 Q1	$4.77M	Buy	177,480 +24,078	+16%	+$622K	1.68%	12
2023 Q4	$3.89M	Buy	153,402 +15,411	+11%	+$367K	1.45%	14
2023 Q3	$3.25M	Buy	137,991 +12,849	+10%	+$315K	1.28%	17
2023 Q2	$3.03M	Buy	125,142 +8,670	+7%	+$207K	1.11%	21
2023 Q1	$2.84M	Buy	116,472 +15,741	+16%	+$394K	1.21%	16
2022 Q4	$2.54M	Buy	100,731 +7,254	+8%	+$179K	1.15%	21
2022 Q3	$2.07M	Buy	93,477 +11,508	+14%	+$280K	1.02%	24
2022 Q2	$1.96M	Buy	81,969 +17,178	+27%	+$437K	0.91%	29
2022 Q1	$1.7M	Buy	64,791 +8,799	+16%	+$230K	0.7%	45
2021 Q4	$1.51M	Buy	+55,992	New	+$1.45M	0.68%	48

Other funds holding SCHD

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

MSH Capital Advisors's SCHD Position: Q1 2026 in Review

MSH Capital Advisors increased its Schwab US Dividend Equity ETF (SCHD) stake by 4% in Q1 2026, buying an estimated $379K and bringing the position to 325,088 shares worth $9.97M. The position accounts for 2.11% of the portfolio, ranked #4.

MSH Capital Advisors first reported a position in SCHD in Q4 2021 and has held it in 18 quarters since. 2,044 funds tracked by Wall St. Rank hold SCHD as of Q1 2026.

MSH Capital Advisors held 325,088 shares of Schwab US Dividend Equity ETF worth $9.97M as of Q1 2026.
MSH Capital Advisors bought 12,509 Schwab US Dividend Equity ETF shares in Q1 2026, an estimated $379K.
Schwab US Dividend Equity ETF made up 2.11% of MSH Capital Advisors's portfolio in Q1 2026, its #4 holding.
MSH Capital Advisors first reported a position in Schwab US Dividend Equity ETF in Q4 2021 and has held it in 18 quarters since.
2,044 funds tracked by Wall St. Rank held Schwab US Dividend Equity ETF as of Q1 2026.

Based on MSH Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.